Set up your workspace
Start with the people and place behind the form. A clear location name, an approved document and one realistic test visit give the team a much better starting point than a folder full of unfinished templates.
6 MIN READ
Prepare your first signing workflow
Take one approved document from workspace setup to a checked signed record.
4 MIN READ
Connect signing links to the right location
Choose location names and share the correct location-specific signing route.
Before you start
- Have your current approved document available.
- Decide who owns template changes.
- Pick one location or program for your first test.
Looking for a form structure to work from?
Browse the template libraryA PERSON CAN HELP
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